Independence Bank of Kentucky’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Independence Bank of Kentucky’s Portfolio VOT Stock Details VOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$16.8K	Hold	55	–	–	﹤0.01%	475
2026 Q1	$14.2K	Hold	55	–	–	﹤0.01%	503
2025 Q4	$15.4K	Hold	55	–	–	﹤0.01%	509
2025 Q3	$16.2K	Sell	55 -100	-65%	-$28.9K	﹤0.01%	506
2025 Q2	$44.1K	Hold	155	–	–	0.01%	409
2025 Q1	$37.9K	Sell	155 -165	-52%	-$42.9K	0.01%	413
2024 Q4	$81.2K	Sell	320 -88	-22%	-$22.7K	0.01%	359
2024 Q3	$99.3K	Sell	408 -310	-43%	-$72.2K	0.02%	327
2024 Q2	$165K	Hold	718	–	–	0.04%	251
2024 Q1	$169K	Sell	718 -50	-7%	-$11.2K	0.05%	235
2023 Q4	$169K	Hold	768	–	–	0.06%	211
2023 Q3	$150K	Buy	768 +238	+45%	+$48.6K	0.06%	194
2023 Q2	$109K	Hold	530	–	–	0.04%	226
2023 Q1	$103K	Sell	530 -110	-17%	-$21.1K	0.04%	219
2022 Q4	$115K	Hold	640	–	–	0.05%	202
2022 Q3	$109K	Hold	640	–	–	0.05%	190
2022 Q2	$112K	Hold	640	–	–	0.05%	194
2022 Q1	$143K	Buy	640 +410	+178%	+$90.5K	0.06%	190
2021 Q4	$59K	Hold	230	–	–	0.02%	230
2021 Q3	$54K	Hold	230	–	–	0.02%	238
2021 Q2	$54K	Hold	230	–	–	0.02%	233
2021 Q1	$49K	Hold	230	–	–	0.02%	232
2020 Q4	$49K	Hold	230	–	–	0.03%	227
2020 Q3	$41K	Hold	230	–	–	0.02%	227
2020 Q2	$38K	Buy	230 +100	+77%	+$15.1K	0.02%	216
2020 Q1	$16K	Buy	+130	New	+$19.7K	0.01%	260

Other funds holding VOT

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

Independence Bank of Kentucky's VOT Position: Q2 2026 in Review

Independence Bank of Kentucky held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 55 shares worth $16.8K. The position accounts for ﹤0.01% of the portfolio, ranked #475.

Independence Bank of Kentucky first reported a position in VOT in Q1 2020 and has held it in 26 quarters since. The position peaked at $169K in Q1 2024. 727 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Independence Bank of Kentucky held 55 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $16.8K as of Q2 2026.
Independence Bank of Kentucky left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Independence Bank of Kentucky's portfolio in Q2 2026, its #475 holding.
Independence Bank of Kentucky first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2020 and has held it in 26 quarters since.
Independence Bank of Kentucky's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $169K in Q1 2024.
727 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.